Qualifications

 Paul Jeffrey is responsible for all advisory services and for the ongoing supervision of our individual private client accounts. He graduated from Harvard in 1983 and began his career with Merrill Lynch in the same year. In 1994 he moved to Charlotte to become VP Investments at PaineWebber Inc. In 1999 he moved to Wachovia Securities and was appointed First Vice President Investments. In 2002 he became President of Fairview Financial, LLC a registered investment advisory firm. Currently Paul is also a Registered Representative with Pacific West Securities, Inc.



Securities offered through Pacific West Securities, Inc, Member FINRA/SIPC


 
  1983 Varsity Heavyweight National Champions
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